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This managed fund buys global companies based on fundamental analysis of value overlaid with macroeconomic "insight". Actively managed with a performance fee.
Risk vs Return
A managed portfolio of global equities. They try to buy undervalued companies.
Tracks the US$ relative to the Australian Dollar.
The fund seeks to offer the stable returns from global infrastructure assets while providing some protection against adverse currency movements.
STW invests in the top 200 companies in Australia. It tracks the ASX200 index closely with low costs. Diversified core exposure.
As the US market falls this fund should go up. Theoretically a 1% fall will lead to a 2% - 2.75% rise in the value of BBUS. Geared Bear fund if you think the US is overvalued. Hedged to reduce currency risk as well. Risky.
Actively managed Asia ex Japan Hedge fund. They use risk managment techniques to minimise losses during downturns. Performance fee.
A bet that the market will go down. Very negatively correlated to the share market. This ETF should make money as the market goes down.
Holds top 20 companies in Australia and then sells call options to maximise the income from the portfolio and reduce volatility.
The 50 largest tech and online companies in Asia (not Japan). Think Alibaba and Tencent but there are many more.
Seeks a return similar to a 30 day term deposit rate. Low risk savings type investment.
Small portfolio (15-30 stocks) looking for very undervalued companies globally. Also seeks to pay a 4.5% dividend.
The 100 top global companies (ex Australia) that are considered climate change leaders eg. carbon efficient and not engaged in irresponsible activities.
HBRD invests in "hybrid" securities which are a bit like corporate bonds and a bit like shares. Should return more than fixed income and less than shares.
Invests in the top 200 companies in Australia. That index covers about 80% of the capitalisation of the whole market.
Designed to track the Australian Property Index by holding ASX listed REIT's, with low cost and low tracking error.
Provides exposure to the 100 largest non financial US NASDAQ stocks. Heavily weighted towards technology stocks.
This managed fund buys global companies based on fundamental analysis of value overlaid with macroeconomic "insight". Actively managed with a performance fee. Currency is hedged.
Managed fund, aims to provide franked dividends and capital growth by investing in blue chip Aussie shares.
Invests in the 300 largest companies in Australia. provide diversified share exposure at low cost. Core.
This ETF tries to make money as the market goes down. It should be protection against a falling market.
Buys top 200 Australian companies and borrows money to increase returns with increased risk.
Invests in Australian companies to generate fully franked dividends (tries to double the income of the market) and also tries to reduce volatility. Higher management expenses for managing risk.
Buys Chinese listed companies with good growth prospects in Consumer, Healthcare and Technology sectors. 120 'fundementally sound' companies .
A portfolio of cyber security companies such as VM ware and Symantec. Exposure in USA, UK, Netherlands even Israel. More than 30 companies.
Big global banks (not Australian) hedged to reduce currency risk. Think JP Morgan, Bank of America, Wells Fargo.
Invests in Australian Bank Floating Rate Note bonds. These bonds pay a regular coupon that varies with interest rates, so as interest rates go up so does your coupon.
Exposure to 200 smaller companies outside the Australian top 100. Tracks the Small Ordinaries Accumulation Index.
Portfolio of Australian companies in the resources sector. About 30 companies, largest holding is BHP.
Actively managed fund that seeks to buy undervalued companies globally. Fund can go long and short.
Focused on generating income and a bit of growth, by investing in cash rich businesses that will produce dividends in the future. Income but not bank heavy.
Uses RAFI special sauce to try to outperform the top 200 companies in Australia. Tries to reduce the effect of market speculation. QOZ has a better risk adjusted return than the index.
Invests in a diverse portfolio of Japanese shares representing 85% of the market. No currency hedge. Largest holding is Toyota.
Diversified Australian Portfolio that really screens for undesirable elements so no payday lending co's, no fossil fuels, must have board level gender equality etc etc.
Portfolio of 350 European shares . No Currency hedge. Top 3 holdings are Nestle, Novartis and HSBC.
Holds the 20 largest companies in Australia. That's nearly 50% of the capitalisation of the Australian market.
Invests in 50 high yielding Australian shares and seeks to avoid dividend traps.
Invests in the highest yielding investment grade Australian corporate bonds it can find. Thats debt issued by big Australian companies that pays a better yield than government bonds.
The fund aims at producing real returns of 5% above inflation by actively managing a diverse portfolio. Invests in shares and fixed income in Australia and globally.
Managed active fund of 20-40 global stocks attempting to beat the world index (ex Australia) with lower volatility.
Global portfolio with no Australian shares. Selected based quality defined as; return on equity, earnings growth, low financial leverage.
Diversified portfolio using rules based investing focussed on liquidity. Minimum 25 holdings equal weighted.
This ETF holds more than 1500 companies from developed economies but not Australia. Some of the largest companies globally such as Apple, Google, Amazon etc. Low cost.
Invests in globally competitive Japanese companies. Currency is hedged. Biggest holding is Toyota.
Diversified portfolio of Australian shares paying better than average dividends, no Real Estate Trusts included.
800 + Emerging Markets stocks from China, Korea, Taiwan, India, Brazil and more. No currency hedge. Largest holding Tencent.
Invests in companies expected to benefit from increased use of robotics and artificial intelligence, largest holdings in Japan
Invests in global infrastructure assets such as water, toll roads, engineering, electricity.
Portfolio of smaller Australian companies typically in the 100 to 350 rank range. Usually holds between 50 to 100 stocks. Aims to outperform the small ordinaries index.
VEU provides exposure to some of the largest companies in the developed and emerging world outside the US. With over 2500 holdings its pretty diverse.
This actively managed fund aims to return 4.5% above inflation over 5 years by buying into under-priced opportunities, and selling out of overpriced situations. May use derivatives.
VAF invests in income generating assets including Government and semi bonds and investment grade corporate bonds. Low risk income.
Invests in a diversified portfolio of European companies. Hedges against currency risk.
Invests in a broad basket of US shares. Borrows about 50%, this magnifies the wins and losses. Cost of borrowing for the fund should be lower than doing it yourself.
Basically the 100 most important companies in the world. Stocks from US, UK, Germany, Switzerland. Apple is no.1. No currency hedge.
A portfolio of global energy companies without any exposure in Australia. Mainly oil and gas companies like Exxon.
Simple way to get exposure to physical Gold Bullion. The gold price is hedged back to A$ to reduce currency risk for Australian investors.
Tracks the S&P 500 by buying the 500 largest companies in the US. Very low cost diversified exposure.
Up to 35 Australian investment grade corporate bonds chosen for expected excess returns.
Invests in diversified Australian property securities listed on the ASX
Portfolio of financial sector shares not including Real Estate Trusts. Banks and insurance companies mostly. Good franked yield.
Portfolio of the largest healthcare companies in the world (but not in Australia) Most in US but also in Switzerland UK and Japan. Currency is hedged to reduce risk.
Buys global companies that have increasing or stable dividends for 10 years
Invests in commercial and residential real estate globally. Includes US, Japan, Australia, Uk and more. No currency hedge.
Aims to give you the performance of the oil price. The currency exposure is hedged for Australian investors.
Active portfolio of Australian and NZ small companies both long and short. Tries to buy cheap.
Invests in a portfolio of floating rate notes so the returns you get vary with inflation. A good safe place to be if you think interest rates are going up.
Aims at higher than average dividend yield with low turnover and low costs.
Diversified portfolio of global shares (approx 1500) weighted by size. Also uses a protection strategy using futures to reduce volatility.
Managed portfolio of real estate and real estate trusts around the world.
The aim is to provide investors with attractive tax effective income paid monthly. Targets 5% p.a. dividends plus 2% Franking income.
Tracks an index that comprises the 50 largest Chinese companies listed in Hong Kong. Largest holding is Tencent. No currency hedge.
Invests in Australian corporate bonds of investment grade and a duration of less than 5 years. Low Risk income.
Invests in the 50 biggest Australian listed companies.
Largest gold mining companies outside Australia. Currency hedged to reduce risk.
Holds shares in the US S&P 500 (Big stocks) and then gives up some upside by selling call options and receiving income from that. A good strategy in a market expected to go sideways.
Diversified Australian share portfolio which aims to reduce volatility or risk, so it might not go up as much as others but should be defensive.
Invests in Australian shares and trusts expected to pay dividends.
Designed to accurately track the ASX200 Resources Index. About 30 stocks, BHP and RIO the largest holdings.
Geared exposure to change in value between A$ and US$. Similar to borrowing to buy US$, if US$ goes up 1% against A$ this should go up about 2%.
Small portfolio of 30 to 50 stock in emerging economies focussed on good corporate governance.
50 big US companies paying better than average dividends also targets diversity, low risk and liquidity (easy to buy and sell).
Gives you the performance of the largest 200 companies listed in Australia. A well diversified proxy for the market.
This ETF holds more than 1500 companies from developed economies but not Australia. Some of the largest companies globally such as Apple, Google, Amazon etc. Low cost. Currency hedged.
The ETF tracks the high dividend index and is weighted to positive environmental, social and governance characteristics.
Invests in Developed Markets Infrastructure assets. Countries include USA, Canada, Australia and Spain. Infrastructure includes toll roads, electric utilities etc and should provide stable income.
Invests in the 50 largest companies in Asia including China, Hong Kong, Macau, Singapore, South Korea and Taiwan
US Shares, more than 3500 of them so well diversified and very low cost. No currency hedge.
Invests in the Australian top 200 companies but not the top 20. Many portfolios already own the top 20 so this portfolio provides diversification.
Holds a portfolio of developed market stocks that score well on four factors: quality, value, size, momentum.
Invests in gold mining companies globally. Biggest country holding is Canada.
Actively managed portfolio that buys Australian shares which pay dividends to provide a stable diversified income stream
Invests in global Agricultural companies (not in Australia) including packaged foods, farm machinery, chemicals and lots more. Biggest holding is Deere and Co.
Diversified international portfolio of fixed rate securities at least investment grade including Government and corporate entities. No currency risk.
Invests in investment grade Australian corporate debt. Stable income.
Invests in Australian Banks and other financial services but not real Estate Trusts. Banks, Insurance, Mortgage Brokers etc
Actively managed Australian bond fund.
Large and mid size companies from around the developed world but excludes US and Canadian shares. Not a fan of the US this might be for you.
This Exchange Traded Commodity holds physical gold.
Designed to capture the performance of the property sector of the Australian economy.
2018 Bigwig.com.au Financial Services Guide
